SCM
Schnieders Capital Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,039
| Closed | -$223K | – | 200 |
|
|
2023
Q1 | $223K | Hold |
2,039
| – | – | 0.05% | 181 |
|
|
2022
Q4 | $240K | Buy |
+2,039
| New | +$240K | 0.06% | 183 |
|
|
2020
Q4 | – | Sell |
-2,096
| Closed | -$241K | – | 170 |
|
|
2020
Q3 | $241K | Hold |
2,096
| – | – | 0.09% | 144 |
|
|
2020
Q2 | $225K | Buy |
+2,096
| New | +$225K | 0.09% | 150 |
|
|
2020
Q1 | – | Sell |
-2,096
| Closed | -$272K | – | 153 |
|
|
2019
Q4 | $272K | Hold |
2,096
| – | – | 0.1% | 142 |
|
|
2019
Q3 | $279K | Hold |
2,096
| – | – | 0.11% | 128 |
|
|
2019
Q2 | $268K | Hold |
2,096
| – | – | 0.11% | 130 |
|
|
2019
Q1 | $261K | Hold |
2,096
| – | – | 0.11% | 127 |
|
|
2018
Q4 | $231K | Sell |
2,096
-64
| -3% | -$7.05K | 0.11% | 119 |
|
|
2018
Q3 | $236K | Hold |
2,160
| – | – | 0.1% | 134 |
|
|
2018
Q2 | $224K | Hold |
2,160
| – | – | 0.09% | 141 |
|
|
2018
Q1 | $226K | Hold |
2,160
| – | – | 0.1% | 137 |
|
|
2017
Q4 | $236K | Hold |
2,160
| – | – | 0.1% | 142 |
|
|
2017
Q3 | $232K | Buy |
2,160
+130
| +6% | +$14K | 0.1% | 138 |
|
|
2017
Q2 | $215K | Hold |
2,030
| – | – | 0.1% | 144 |
|
|
2017
Q1 | $207K | Buy |
+2,030
| New | +$207K | 0.1% | 146 |
|